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George Pearkes
@peark.es
Bluesky’s resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | QCR: Non Culto | American via Canada, not Scottish. *ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG 📍 CLT
5.5k followers577 following15.1k posts

GPpeark.es

This rocks so hard man

Charts of contribution to daily supply for natural gas, solar, batteries.
3
Hhyperon.bsky.social

Based on the second figure in the essay, there was a huge jump in evening supply by batteries between 2023 and 2024. But what actually happened to cause this single-year jump? I couldn't find the answer in the essay. Also, what caused the 2024 12am-6am baseline to drop so much?

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I cannot stress how absolutely stunning a change in the capital mix this is

1
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GP
George Pearkes
@peark.es
Bluesky’s resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | QCR: Non Culto | American via Canada, not Scottish. *ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG 📍 CLT
5.5k followers577 following15.1k posts